See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,370 | $63,346+37.9% | $92,233-5.3% | $70,131+24.6% |
| Participation rate | 82.4% | 68.7%+13.7pp | 76.5%+5.9pp | 69.5%+12.8pp |
| Annual return | 15.55% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,128 | $2,471-54.3% | $3,679-69.3% | $2,342-51.8% |
| Participant deferral / active EE | $2,438 | $2,854-14.6% | $3,897-37.4% | $3,332-26.8% |
| Admin fee / account holder | $5,350 | $3,840+39.3% | $5,194+3.0% | $4,645+15.2% |